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Schwab Strategic Tr us dividend eq shares owned by American Capital Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by American Capital Advisory from 13F filings

Historical chart of American Capital Advisory investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by American Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by American Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $530k 6.3k 84.53
2024-06-30 $477k 6.3k 76.13
2024-03-31 $268k 3.7k 73.16
2023-12-31 $477k 6.3k 76.13

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Invesco Actively Managed Exc Total Return (GTO)
Labcorp Holdings Com Shs (LH)
Philip Morris International (PM)
Vanguard Index Fds Growth Etf (VUG)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
MGM Resorts International. (MGM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for American Capital Advisory

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq